All shareholder proposals passed with strong support, indicating no governance concerns. No changes to executive compensation or capital allocation were disclosed. Monitor next quarterly earnings for operational trends.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+5- T+0 · Nov 4 $71.76entry
- T+1 · 7d ago −8.65%α −4.24% · $65.55
- T+5 · 13h ago +23.09%α +24.00% · $88.33
- T+20 · in 21d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Mercury Systems held its 2026 annual meeting on October 28, 2026. All three Class II director nominees were elected, say-on-pay was approved, and KPMG was ratified as auditor. The board also elected William L. Ballhaus as Chairman and Barry R. Nearhos as Lead Independent Director, and set committee compositions. The filing is routine governance with no material financial impact.
Key Facts
- Jean Bua, Gerard J. DeMuro, and Scott Ostfeld elected as Class II Directors for three-year terms ending 2029.
- Say-on-pay approved with 49,014,946 For, 7,002,993 Against, 22,618 Abstain, and 2,062,269 Non-Votes.
- Ratification of KPMG as auditor for fiscal 2027 passed with 56,919,146 For, 1,168,395 Against, 15,285 Abstain.
- William L. Ballhaus elected Chairman of the Board; Barry R. Nearhos elected Lead Independent Director.
- Board committees constituted: Audit (Nearhos chair), Government Relations (Disbrow chair), Human Capital and Compensation (Lance chair), M&A and Finance (Carvalho chair), Nominating and Governance (Nearhos chair).
Financial Impact
No financial impact; routine governance and shareholder vote results.
Risk Factors
- No material risks identified from this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001049521-26-000094 |
| Document: 0001049521-26-000094-index-headers.html | 0001049521-26-000094 |
| Document: 0001049521-26-000094-index.html | 0001049521-26-000094 |
| Document: 0001049521-26-000094.txt | 0001049521-26-000094 |
Track record
20 reports on MRCY
5 of 7 bullish or bearish reports moved the stock their way by T+20. Best: +64.82% at T+60 after the Apr 2, 2026 report. 5 of 7 went positive at some point.
Filters
- Nov 10, 2026today SC 13D/A Neutral 4/10 Entry $80.33 Now $88.33 +9.96% settles Dec 10
- Nov 10, 20261d ago 8-K Bullish 6/10 Entry price pending
- Nov 10, 20261d ago Press Release Bullish 6/10 Entry $86.00 Now $88.33 +2.71% settles Dec 10
- Nov 3, 20268d ago 8-K Neutral 2/10 Viewing Entry $71.76 Now $88.33 +23.09% settles Dec 3
- Oct 30, 202612d ago SC 13G/A Neutral 2/10 Entry $77.54 Now $88.33 +13.92% settles Nov 30
- Oct 13, 202629d ago Press Release Neutral 1/10 Entry $75.69 Now $88.33 +16.70% due Nov 11
- Sep 16, 20268w ago 8-K Neutral 3/10 Entry $87.25 to $76.71 Now $88.33 +1.24% ▼ −12.08% −15.26% vs SPY
- Aug 27, 202610w ago Insider Cluster Neutral 4/10 Entry $88.54 to $80.12 Now $88.33 −0.24% ▼ −9.51% −9.02% vs SPY
- Aug 25, 202611w ago Insider Cluster Bearish 5/10 Entry $89.76 to $83.18 Now $88.33 +1.59% ▲ +7.34% +7.56% vs SPY
- Aug 21, 202611w ago Insider Cluster Neutral 3/10 Entry $89.59 to $83.88 Now $88.33 −1.41% ▼ −6.37% −7.67% vs SPY
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers